We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
201
Salem Investment Counselors
North Carolina
$15.6M +$226K +4,228 +2%
BF
202
BOK Financial
Oklahoma
$15.5M +$2.09M +39,060 +17%
AFS
203
Annapolis Financial Services
Maryland
$15.3M +$1.24M +23,264 +10%
PWLP
204
Prio Wealth Limited Partnership
Massachusetts
$15.1M +$582K +10,888 +4%
NRI
205
NFP Retirement Inc
California
$15.1M +$1.02M +19,080 +8%
SRC
206
Sage Rhino Capital
California
$14.9M -$98.3K -1,840 -0.7%
BP
207
Ballentine Partners
Massachusetts
$14.9M -$417K -7,804 -3%
SPP
208
Single Point Partners
Massachusetts
$14.8M -$1.84M -34,512 -12%
Lido Advisors
209
Lido Advisors
California
$14.8M -$424K -7,936 -3%
AA
210
AJ Advisors
Tennessee
$14.7M +$780K +14,608 +6%
KWA
211
Kellett Wealth Advisors
Ohio
$14.7M +$5.35M +100,140 +66%
TCM
212
Twele Capital Management
Minnesota
$14.6M -$512K -9,576 -4%
PA
213
Parallel Advisors
California
$14.6M -$284K -5,312 -2%
TA
214
Tectonic Advisors
Texas
$14.6M +$7.05K +132 +0.1%
ATC
215
Advantage Trust Company
Kansas
$14.5M +$13.3M +249,460 New
MCM
216
MAI Capital Management
Ohio
$14.4M -$463K -8,660 -3%
TFO
217
Tarbox Family Office
California
$14.4M -$682K -12,772 -5%
MM
218
Meridian Management
Arkansas
$14.4M -$5.55M -103,840 -30%
BWFA
219
Baltimore-Washington Financial Advisors
Maryland
$14.4M +$438K +8,196 +3%
NFG
220
Nations Financial Group
Iowa
$14.4M -$904K -16,928 -6%
SC
221
Sierra Capital
Florida
$14.3M +$770K +14,404 +6%
MA
222
Montag & Associates
Georgia
$14.3M +$1.73M +32,348 +15%
SCA
223
STALEY CAPITAL ADVISERS
Pennsylvania
$14.1M +$1.63M +30,476 +14%
CB
224
Cadence Bank
Mississippi
$14.1M +$119K +2,224 +0.9%
GWM
225
GDS Wealth Management
Texas
$14M +$260K +4,860 +2%